account_balance
Investment manager · 13F filer · SEC CIK 2031979
Symphony Financial Services, Inc.
Reported value$234Mas of Sep 30, 2026
Positions109 9 new, 5 sold out
Top 10 weight53.8%BUFR alone is 10%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BUFRFirst Trust
10.2%Added +4%
USMCPrincipal US
8.6%Added +5%
PYLDPimco Enhanced
8.5%Added +10%
PAVEGlobal X
5.0%
KNGFirst Trust
4.3%
AIRRFirst Trust
4.1%
AAPLApple Inc.
3.9%
JMBSJanus Henderson
3.5%Added +16%
IWYiShares Russell
2.9%
NVDANVIDIA Corp
2.8%
JSMDJanus Detroit
2.7%Added +11%
BUFDFirst Trust
2.1%
BUFRFirst Trust
10.2%Added +4%
USMCPrincipal US
8.6%Added +5%
PYLDPimco Enhanced
8.5%+10%
PAVEGlobal X
5.0%
KNGFirst Trust
4.3%
AIRRFirst Trust
4.1%
AAPLApple Inc.
3.9%
JMBSJanus Henderson
3.5%
IWY2.9%
NVDAJSMD2.7%
BUFD
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BUFR First Trust 10.2% Added +4%
USMC Principal US 8.6% Added +5%
PYLD Pimco Enhanced 8.5% Added +10%
PAVE Global X 5.0% Held
KNG First Trust 4.3% Held
AIRR First Trust 4.1% Held
AAPL Apple Inc. 3.9% HeldJMBS Janus Henderson 3.5% Added +16%
IWY iShares Russell 2.9% Held
NVDA NVIDIA Corp 2.8% HeldJSMD Janus Detroit 2.7% Added +11%
BUFD First Trust 2.1% Added +21%
What changed
Biggest moves since Jun 30, 2026
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